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Schwab U.S Small- Cap ETF

1,137 hedge funds and large institutions have $6.66B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 408 increasing their positions, 465 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
926
PTM Wealth Management
United States
$204K
AA
927
Apriem Advisors
California
$203K
TIM
928
Total Investment Management
Arizona
$203K
GWMR
929
GC Wealth Management RIA
Massachusetts
$203K
MFA
930
Mayflower Financial Advisors
Massachusetts
$203K
MA
931
Modus Advisors
Minnesota
$202K
BFM
932
Broadview Financial Management
Wisconsin
$202K
IPA
933
Investment Planning Advisors
Georgia
$201K
EWM
934
Evercore Wealth Management
New York
$201K
GWAM
935
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K
BTI
936
Blue Trust Inc
Georgia
$199K
PB
937
Pinnacle Bancorp
Nebraska
$192K
FPF
938
First Pacific Financial
Washington
$190K
PCM
939
Palouse Capital Management
Washington
$185K
SWM
940
Spire Wealth Management
Virginia
$185K
AssetMark Inc
941
AssetMark Inc
California
$181K
SWP
942
Strategic Wealth Partners
Ohio
$181K
ECM
943
Elgethun Capital Management
South Dakota
$180K
BFPW
944
BOK Financial Private Wealth
Colorado
$179K
RCM
945
Richardson Capital Management
Wisconsin
$175K
MNA
946
Manning & Napier Advisors
New York
$169K
PG
947
Proffitt & Goodson
Tennessee
$168K
MAFA
948
MJT & Associates Financial Advisory
Minnesota
$167K
TIM
949
Thompson Investment Management
Wisconsin
$158K
ATC
950
Advantage Trust Company
Kansas
$157K